TIER 1: Financial Foundation & Compliance

$1,500.00

Best for: Organizations that need clean books, accurate reporting, and reliable tax compliance.

  • Price Range:
    $1,500 – $2,000/month

Includes:

  • Monthly bookkeeping & transaction categorization

  • Bank & credit card reconciliations

  • Monthly financial statements (P&L, Balance Sheet)

  • Adjusting journal entries & cleanup

  • Basic financial summaries (clear, easy-to-understand)

  • Annual tax preparation (Form 990 or applicable return)

  • Email support for financial questions

Best for: Organizations that need clean books, accurate reporting, and reliable tax compliance.

  • Price Range:
    $1,500 – $2,000/month

Includes:

  • Monthly bookkeeping & transaction categorization

  • Bank & credit card reconciliations

  • Monthly financial statements (P&L, Balance Sheet)

  • Adjusting journal entries & cleanup

  • Basic financial summaries (clear, easy-to-understand)

  • Annual tax preparation (Form 990 or applicable return)

  • Email support for financial questions